Institutional Ownership Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP). We have compiled data on the 186 institutions that hold shares in the stock, with a total of 19.3 Million shares, which have been reported (via 13F filing form) to have a value of $445 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,872,901
shares
|
$43.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,136,499
shares
|
$26.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
996,877
shares
|
$23 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
750,414
shares
|
$17.3 Million
2.55% of portfolio
|
Q3 2025
Reduced 68.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
700,261
shares
|
$16.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
636,981
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
615,461
shares
|
$14.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.66%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
532,012
shares
|
$12.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
500,895
shares
|
$11.6 Million
0.36% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
492,654
shares
|
$11.4 Million
9.36% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
489,692
shares
|
$11.3 Million
9.59% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
479,398
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.89%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
444,951
shares
|
$10.3 Million
2.02% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
391,995
shares
|
$9.06 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
381,450
shares
|
$8.82 Million
0.02% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
355,765
shares
|
$8.22 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
312,153
shares
|
$7.21 Million
3.44% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
291,035
shares
|
$6.73 Million
1.14% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
243,663
shares
|
$5.63 Million
0.16% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
233,139
shares
|
$5.39 Million
2.79% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
232,428
shares
|
$5.37 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
206,218
shares
|
$4.77 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
191,988
shares
|
$4.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.1%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
190,683
shares
|
$4.41 Million
0.83% of portfolio
|
Q3 2025
Reduced 87.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
189,490
shares
|
$4.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.52%
|